Integrate Excel with Insightly

Send information between Excel and Insightly automatically, without writing any code, using Zoho Flow.

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Connect Excel and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added

Triggers when a new row is added to the bottom of the selected worksheet

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Row added in site

Triggers when a new row is added to a spreadsheet in site

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Update row in site

Updates the details of an existing row in an excel sheet from your site

Add row to table

Adds a new row to the bottom of the selected table

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Add row

Adds a new row to the bottom of the selected worksheet

Add row in site

Adds a new row to the selected spreadsheet in your site

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Update row

Updates the details of an existing row

Find row in site

Finds a row from a spreadsheet in your site

Find row

Finds a row based on column value

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Head of Operations, AAA Band Rentals

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